Formify Templates API

A template is a reusable document with its signature fields already positioned, so creating a document from it only has to supply the recipients. **A template's `signeeDetails` describes roles, not people.** You usually build a template long before you know who will sign, so `fullName` on a template field is a **label** — `"Buyer"`, `"Tenant"`, `"Witness"` — and contact details are optional. Whatever the document supplies at `POST /docs` replaces it. Store a real name and address only when the same person genuinely signs every time.

GitHub OpenAPI

Operations 7

GET /templates List all templates #
POST /templates Create a template #
GET /templates/{templateId} Retrieve template details #
PUT /templates/{templateId} Update a template #
DELETE /templates/{templateId} Delete a template #
POST /templates/{templateId}/duplicate Duplicate a template #
GET /templates/{templateId}/fields Retrieve all form fields for a template #

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OpenAPI Specification

formify-eu-templates-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Formify Templates API
  description: '## Overview


    The Formify API lets you send documents for electronic signature, prepare drafts, track signing status, and retrieve signed documents. It is designed for integrating signing workflows into your application.


    ### Getting Access


    OAuth 2.0 is the recommended way to access the API. Before you can use the API, you need an OAuth 2.0 client. Formify creates this for you based on information about your company, contacts, and redirect URIs. See the **Getting Access** guide for setup instructions.


    Once your OAuth client has been created, you can use the OAuth 2.0 Authorization Code flow to obtain access tokens for API requests.


    For MCP clients and third-party platforms that cannot complete OAuth/PKCE and only accept a pasted token, a Formify API key can be exchanged for a short-lived access token with `POST /auth/token`. This is a compatibility option; use OAuth where the client supports it.


    ### Authentication


    Protected API requests use a Bearer access token. The recommended flow is OAuth 2.0: your application redirects the user to Formify for authorization, receives an authorization code, and exchanges it for an access token. See the OAuth 2.0 section for the complete flow.


    ### Environments


    **API base URL**: `https://docs-api.formify.eu/v1`

    All document operations, file uploads, and token exchange endpoints (OAuth and API key fallback) happen here.


    **Authorization Server**: `https://app.formify.eu`

    This is where users authorize your application and approve access (the OAuth consent).


    ### Rate Limiting


    The API uses token-based rate limiting to ensure fair usage:


    - **Headers**: Every response includes rate limit headers:

    - `X-RateLimit-Limit`: Maximum requests allowed

    - `X-RateLimit-Remaining`: Requests remaining in current window

    - `X-RateLimit-Reset`: The number of seconds until the rate limit resets


    - **Not every request costs the same.** Endpoints that build or copy a document consume several tokens

    rather than one, because they render a PDF and make multiple calls to the document service. Creating,

    editing or duplicating a document or a public link is the most expensive; creating or editing a template

    costs less; deleting and duplicating a draft less again. Plain reads cost one.


    If you exceed the limit, the API returns `429 Too Many Requests`. Wait until the reset time before making additional requests.


    ---


    ## Quick Start: Send a PDF for Signing


    Once you have a valid `access_token`, you can send your first document for signing in three steps:


    ### 1. Upload a PDF

    Upload a PDF file using the Upload File endpoint:


    ```bash

    POST /files

    Content-Type: multipart/form-data

    ```


    You will receive a `fileId` in the response.


    ### 2. Create a Signature Request

    Send the document for signing using the Create Document endpoint:


    ```bash

    POST /docs

    {

    "fileId": "your-file-id",

    "signeeDetails": [

    {

    "fullName": "John Doe",

    "emailAddress": "john@example.com",

    "signaturePlacement": "new_page"

    }

    ]

    }

    ```


    The response returns a documentId. The signee then receives an email with a link to sign the document.


    ### 3. Get Notified and Download

    Register a webhook to receive a notification when the document is signed:


    ```bash

    POST /webhooks

    {

    "webhookUrl": "https://your-app.com/webhook",

    "eventTypes": ["document.completed"]

    }

    ```


    Then download the signed PDF using Get Signed Document File:


    ```bash

    GET /docs/{documentId}/signed-file

    ```


    For more detailed walkthroughs, see the **Integration Flows** guide.


    ---


    ### Help


    - **Getting Access** - How to set up OAuth 2.0 credentials

    - **Integration Flows** - Step-by-step guides for common integration scenarios

    - **PDF Form Attributes** - How to add `tink-*` attributes to PDF form field names

    - **MCP Server** - Connect AI assistants with OAuth or an API key fallback for token-only clients

    - **Production Checklist** - Essential steps before going live


    ### Links


    - Formify API Changelog - Track API updates and changes

    - Formify App - Register OAuth applications and manage settings


    ---'
  contact:
    email: api@formify.eu
  version: 1.5.2
  termsOfService: https://formify.eu/privacy/terms
servers:
- url: https://docs-api.formify.eu/v1
  description: Main API server for all document related endpoints and token exchange.
security:
- OAuth2: []
tags:


# --- truncated at 32 KB (54 KB total) ---
# Full source: https://artifacts.apis.io/formify-eu/openapi/formify-eu-templates-api-openapi.yml